Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
DA
3026
Doliver Advisors
Texas
$207M +$79.9M +63% 305
CFA
3027
Capstone Financial Advisors
Illinois
$207M +$9.68M +5% 81
CBTWT
3028
Community Bank & Trust (Waco, Texas)
Texas
$207M +$3.36M +2% 127
GIM
3029
Greystone Investment Management
Ohio
$206M -$31K -0% 55
CIC
3030
Chase Investment Counsel
Virginia
$206M -$1.97M -0.9% 103
K
3031
Kemper
Illinois
$206M +$9.35M +5% 20
WAP
3032
Wealthcare Advisory Partners
Pennsylvania
$206M +$22.6M +12% 160
SWPG
3033
Strategic Wealth Partners Group
Illinois
$206M +$8.97M +5% 26
LWM
3034
Lyell Wealth Management
California
$205M +$20.7M +11% 109
CI
3035
Chartist Inc
California
$205M +$286K +0.1% 37
KIP
3036
Kayak Investment Partners
California
$205M +$2.51M +1% 20
IFB
3037
iAB Financial Bank
Indiana
$204M +$9.5M +5% 147
ACM
3038
Axel Capital Management
New York
$204M +$66.3M +48% 19
CTC (Chicago Trading Company)
3039
CTC (Chicago Trading Company)
Illinois
$204M +$106M +108% 5
ITIM
3040
Indiana Trust & Investment Management
Indiana
$203M +$3.61M +2% 133
BL
3041
BFSG LLC
California
$203M +$4.48M +2% 129
PVWM
3042
Point View Wealth Management
New Jersey
$203M +$9.11M +5% 267
TFO
3043
Tarbox Family Office
California
$203M +$9.19M +5% 633
MMEA
3044
MEAG MUNICH ERGO AssetManagement
Germany
$203M +$5.58M +3% 16
ILM
3045
Indigo Latam Management
Arizona
$203M +$8.5M +4% 1
AIA
3046
Arbor Investment Advisors
North Carolina
$203M +$7.17M +4% 40
NI
3047
Nepsis Inc
Minnesota
$203M +$7.38M +4% 46
TCM
3048
Traynor Capital Management
Pennsylvania
$203M +$23.6M +13% 175
GPC
3049
Guardian Point Capital
Virginia
$202M +$11.5M +6% 18
HWA
3050
HCR Wealth Advisors
California
$202M +$7.26M +4% 162